Purchases and Sales Made in Q2 2023 in Spdr Series Tr Spdr S&P Homebu (XHB)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Homebu (XHB) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P HOMEBU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
950+ 1.96% |
$61.3K - $76.3K
|
49.4K
$5.47M
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
865+ 3.65% |
$55.8K - $69.5K
|
24.6K
$2.72M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
845+ 27.69% |
$54.5K - $67.9K
|
3.9K
$431K
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
717+ 3.52% |
$46.2K - $57.6K
|
21.1K
$2.34M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
640New |
$41.3K - $51.4K
|
640
$70.8K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$38.7K - $48.2K
|
600
$66.4K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
404+ 11.0% |
$26K - $32.4K
|
4.08K
$451K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
354+ 88.5% |
$22.8K - $28.4K
|
754
$83.4K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
327New |
$21.1K - $26.3K
|
327
$36.2K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
318+ 1.62% |
$20.5K - $25.5K
|
19.9K
$2.2M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
191+ 2.06% |
$12.3K - $15.3K
|
9.49K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
190+ 4.27% |
$12.3K - $15.3K
|
4.64K
$514K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173+ 3.39% |
$11.2K - $13.9K
|
5.28K
$584K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
121+ 0.98% |
$7.8K - $9.72K
|
12.5K
$1.38M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 1.72% |
$6.64K - $8.27K
|
6.11K
$676K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102New |
$6.58K - $8.19K
|
102
$11.3K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
84New |
$5.42K - $6.75K
|
84
$9.3K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
77+ 2.18% |
$4.96K - $6.18K
|
3.61K
$399K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
67+ 1.18% |
$4.32K - $5.38K
|
5.73K
$634K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$3.22K - $4.02K
|
50
$5.53K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40+ 0.19% |
$2.58K - $3.21K
|
21.1K
$2.34M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 6.83% |
$1.42K - $1.77K
|
344
$38.1K
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
19+ 0.23% |
$1.23K - $1.53K
|
8.41K
$931K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$580 - $723
|
9
$996
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9+ 0.25% |
$580 - $723
|
3.61K
$399K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$516 - $642
|
8
$885
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8+ 0.13% |
$516 - $642
|
5.97K
$661K
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.16% |
$387 - $482
|
3.79K
$420K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6+ 0.07% |
$387 - $482
|
9.16K
$1.01M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$193 - $241
|
3.97K
$440K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.13% |
$64.5 - $80.3
|
785
$86.9K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$64.5 - $80.3
|
1.07K
$119K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 3.33% |
$64.5 - $80.3
|
31
$3.43K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.63% |
$64.5 - $80.3
|
160
$17.7K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$64.5 - $80.3
|
470
$52K
|
|
Aug 14, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$64.5 - $80.3
|
6.35K
$703K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$64.5 - $80.3
|
5.72K
$633K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 75.0% |
$193 - $241
|
1
$111
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 75.0% |
$193 - $241
|
1
$111
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 57.69% |
$967 - $1.2K
|
11
$1.22K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19- 0.15% |
$1.23K - $1.53K
|
12.7K
$1.41M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 24.73% |
$1.48K - $1.85K
|
70
$7.75K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-28- 4.89% |
$1.81K - $2.25K
|
545
$60.3K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-31- 1.03% |
$2K - $2.49K
|
2.99K
$330K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-45- 2.67% |
$2.9K - $3.61K
|
1.64K
$182K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 53.49% |
$2.97K - $3.69K
|
40
$4.43K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-47- 0.57% |
$3.03K - $3.77K
|
8.27K
$915K
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-54- 1.69% |
$3.48K - $4.34K
|
3.14K
$347K
|